Business Greeting Cards: Financial Industries

Our corporate greeting card marketing program is extremely effective in building repeat and referral business in the financial sectors, including:

• banking
• insurance
• annuities
• financial planning
• estate planning
• accounting

As a professional in the financial sector, you know how seriously your clients depend on your knowledge and experience to guide them through these challenging times. Year in and year out, your clients entrust you with their most valuable and cherished assets, and are testament to your professionalism and success.

In return, your clients become YOUR most valuable and cherished assets.

Now is the time to leverage their trust to greatly benefit and grow your business. How? By doing two very simple, yet powerful, things:

• thanking your clients for their business and loyalty
• asking your clients for referrals

These simple acts, done correctly and consistently over time, will effectively increase your repeat and referral business. To be effective, however, and see results, you need to be consistent. Contact your clients at least three times a year for no other reason than thanking them for their business. One or two of these times you also ask for referrals.

And you need to approach your clients in a way that is not intrusive, but gentle, unique, and, most importantly, welcoming.

HOW can you do ALL this, consistently and correctly, when you barely have enough time helping your clients with their financial needs?

The answer is simple ... you don't. We do!

*** The Easy Road to More Repeat Business & More Referrals ***
Our corporate greeting card program is a unique and proven system to build your repeat and referral business. Using hand-signed, personalized greeting cards, our system has you thanking your customers and asking for referrals, correctly and consistently, throughout the year, with absolutely no work on your part! All you do is choose the cards and mailing schedule for the year. That's it! We do ALL the rest.

Show Me The Numbers:
- 98% of people who receive greeting cards actually open and read them.
- 96% of people felt that if a sender actually signs his/her name that it meant more to them than a scanned signature.

*** Client Appreciation ***
We do all the work ... but you get all the credit! Your clients will never know that you didn't sign and mail the cards yourself. They'll think you did it ALL yourself. Talk about client appreciation blowing through the roof! This is truly a beautifully effective marketing program for financial professionals that is also surprisingly affordable.

*** Greeting Cards for Financial Professionals ***
We have a great selection of greeting cards for you to choose from. Even though you can select any card from any category or theme, we do offer a number of creative greeting cards that work well for financial professionals. See our Greeting Cards for Finance

*** Business Greeting Cards ***
The main program that you would sign up for is our Business Greeting Card program. Learn more about our Business Greeting Card program.

Show Me The Numbers:
- "feeling neglected or unappreciated" is the #1 reason why businesses lose clients and customers.
- 96% of people feel more valued and are more apt to continue working with a professional if they receive greeting cards expressing appreciation for their business.
- 96% of people felt that if a sender actually signs his/her name that it meant more to them than a scanned signature.

*** Business Birthday Cards ***
In addition to the Business Greeting Card program, you also have the option of sending business birthday cards to your clients. Again, everything is automated. You'll never forget another client birthday ... and your clients will never forget you!

*** Promotional Mailings ***
Because greeting cards are a fantastic vehicle for direct mail (98% open rate!), you can use our greeting cards and services to set up a mailing to promote your services to new prospects.

Get Started Today!

The sooner we set up your Business Greeting Card program, the sooner your clients will know how much you appreciate their business. Start building and increasing your repeat and referral business. Our Sphere Mailing program is quick to set up and very affordable! Contact us today and let's get started.

Have Questions? Want To Learn More?

Check out our Frequently Asked Questions to learn about our services in more detail.